Talk to Claude or ChatGPT: it runs your businesses with Pilot-Biz

You already use Claude or ChatGPT. Plug it into Pilot-Biz and just ask: “what’s urgent?”, “who should I follow up?”, “prepare a quote for Awa”. It reads your real data, answers, and prepares the work, without you opening the app.

An assistant that really knows your businesses

Instead of pasting figures into it, you give it access to Pilot-Biz. It sees your events, customers, tasks, calendar, quotes and invoices, business by business, and answers from what actually exists.

  • The morning briefing across all your businesses, in one sentence
  • Urgent items, invoices to collect, customers to follow up
  • A customer’s file: their exchanges, quotes and invoices
  • A task or an appointment created just by saying it
  • A draft quote or invoice ready to review

Connected in one click, no technical knowledge

In Claude or ChatGPT you add the Pilot-Biz connector, a window opens, you allow it: you’re connected. No key to copy, no code. For Claude Code, Codex, Cursor and the others, a personal key is created in one click in Settings → Connected AI.

You stay in control

You choose the rights: read only, or read and limited actions. In every case, the assistant can never send a message or a document to your customers, delete anything or record a payment. Its actions appear in the log marked “via AI”, and every access can be cut in one click.

Free, or all your businesses on Pro

The connection is open to everyone. On the free plan, your assistant works on your free business. On Pro, it sees all your businesses, and you also keep Pilot-Biz’s AI features inside the app, such as quotes drafted from a WhatsApp conversation.

Frequently asked questions

What is MCP?

MCP (Model Context Protocol) is a standard that lets an AI assistant such as Claude or ChatGPT plug into a service to read data or take actions in it, with your consent.

Do I need a Claude or ChatGPT subscription?

Yes, you need an account with the assistant you want to use, according to its plan. On the Pilot-Biz side, the connection is included in every plan, free one included.

Can my assistant write to my customers?

No. It can prepare a draft quote or invoice, but only you can send it from Pilot-Biz.

How do I disconnect an assistant?

In Settings → Connected AI, one click on “Revoke” cuts the access immediately.

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